Madden Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Madden Advisory Services’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$381K	Buy	10,955 +2,556	+30%	+$84.2K	0.14%	92
2026 Q1	$256K	Buy	8,399 +1,154	+16%	+$36K	0.1%	99
2025 Q4	$215K	Buy	+7,245	New	+$212K	0.09%	104
2017 Q2	–	Sell	-711	Closed	-$11K	–	215
2017 Q1	$11K	Buy	+711	New	+$11.7K	0.01%	208
2015 Q1	–	Sell	-891	Closed	-$13K	–	233
2014 Q4	$13K	Hold	891	–	–	0.01%	215
2014 Q3	$13K	Hold	891	–	–	0.01%	266
2014 Q2	$13K	Sell	891 -2,715	-75%	-$37.8K	0.01%	262
2014 Q1	$50K	Hold	3,606	–	–	0.03%	148
2013 Q4	$49K	Buy	3,606 +1,125	+45%	+$14.7K	0.04%	132
2013 Q3	$31K	Hold	2,481	–	–	0.03%	149
2013 Q2	$30K	Buy	+2,481	New	+$30.2K	0.02%	152

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Madden Advisory Services's SCHV Position: Q2 2026 in Review

Madden Advisory Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 30% in Q2 2026, buying an estimated $84.2K and bringing the position to 10,955 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #92.

Madden Advisory Services first reported a position in SCHV in Q2 2013 and has held it in 11 quarters since. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Madden Advisory Services held 10,955 shares of Schwab US Large-Cap Value ETF worth $381K as of Q2 2026.
Madden Advisory Services bought 2,556 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $84.2K.
Schwab US Large-Cap Value ETF made up 0.14% of Madden Advisory Services's portfolio in Q2 2026, its #92 holding.
Madden Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 11 quarters since.
995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.